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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,754 | $65,555-68.3% | $86,216-75.9% | $75,173-72.4% |
| Participation rate | 18.6% | 60.5%-41.8pp | 69.0%-50.3pp | 67.2%-48.6pp |
| Annual return | 23.72% | 46.07%-22.4pp | 1169.42%-1145.7pp | 160.72%-137.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,814 | $3,023-40.0% | $3,986-54.5% | $4,126-56.0% |
| Admin fee / account holder | $614 | $5,469-88.8% | $6,853-91.0% | $5,651-89.1% |